RFM
ETW

Royal Fund Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Royal Fund Management’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,200
Closed -$25K – 552
2018
Q2 		$25K Hold
2,200
– – 0.01% 265
2018
Q1 		$25K Hold
2,200
– – 0.01% 258
2017
Q4 		$26K Hold
2,200
– – 0.01% 261
2017
Q3 		$26K Buy
+2,200
New +$25.8K 0.01% 218

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Fund Management's ETW Position: Q3 2018 in Review

Royal Fund Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2018, closing a stake of 2,200 shares — an estimated $25K sold.

Royal Fund Management first reported a position in ETW in Q3 2017 and held it in 4 quarters. The position peaked at $26K in Q4 2017. 100 funds tracked by Wall St. Rank hold ETW as of Q3 2018.

  • Royal Fund Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Royal Fund Management sold 2,200 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2018, an estimated $25K.
  • Royal Fund Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2017 and held it in 4 quarters.
  • Royal Fund Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $26K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.